Reported 12 months ago
Matt Kaufman from Calamos discusses the potential for investing in small-cap ETFs, highlighting the current underperformance driven by interest rates and external financing reliance. With small-cap stocks still off their 2021 high by 17%, Kaufman suggests that if interest rates decrease, there could be a surge in small-cap prices. Despite trailing large-cap stocks, he believes that now may be a good time to consider small-cap investments, emphasizing the benefits of falling borrowing costs as a tailwind for small-cap stocks.
Source: YAHOO